-18.0%
GIS vs PLUG
+45.6%
-63.7%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +2.8% | -5.3% | -2.3% |
| 7D | -7.8% | -0.9% | -6.9% | -7.9% |
| 30D | +6.6% | +3.3% | +3.2% | +6.8% |
| 3M | +21.0% | -39.7% | +60.7% | +19.2% |
| 6M | -9.1% | -12.5% | +3.4% | -9.3% |
| YTD | -13.6% | +10.2% | -23.8% | -13.4% |
| 1Y | -18.0% | +50.7% | -68.7% | -18.4% |
| All | -18.0% | +45.6% | -63.7% | -18.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PLUG.
Daily Out/Under-Performance
Portfolio return minus PLUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLUG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded PLUG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling